ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $329M
1-Year Est. Return 21.6%
This Quarter Est. Return
1 Year Est. Return
+21.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1 +$531K
2 +$209K
3 +$203K
4
XOM icon
Exxon Mobil
XOM
+$68.5K
5
DUK icon
Duke Energy
DUK
+$37.5K

Top Sells

1 +$354K
2 +$282K
3 +$222K
4
EXC icon
Exelon
EXC
+$206K
5
DHR icon
Danaher
DHR
+$203K

Sector Composition

1 Technology 11.4%
2 Healthcare 9.74%
3 Consumer Discretionary 8.13%
4 Financials 8.13%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-980
102
-8,516
103
-4,330
104
-782